ALERE PLANNING LLC

TOWSON, Maryland·1 registered advisor·CRD# 286121
SEC# 801-1209122410-252-0088
01

Firm Overview

AUM
$149M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALERE PLANNING LLC

1 registered advisor
William James Weglein
TOWSON, Maryland
05

Office Locations

TOWSON, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. ALERE PLANNING LLC (CRD# 286121) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.